根据市场公开信息及7月15日披露的机构调研信息，知名私募银叶投资近期对1家上市公司进行了调研， 相关名单如下： 上海银叶投资有限公司成立于2009年2月，注册资本11800万元，是一家平台型、综合型专业资产管理机 构。公司总部设在上海，并在北京、杭州、深圳等城市设有分支机构。依靠长期深耕中国资本市场积累 的专业优势，银叶已经形成覆盖固定收益、宏观对冲、权益投资、量化及衍生品策略等多元化的投资体 系。公司是中国证券投资基金业协会首批会员、中国银行间市场交易商协会会员和人民币利率互换市场 和远期利率市场成员。公司愿景是成为顶尖的基金管理人，秉承专业、诚信、责任、创新的企业理念， 为机构投资者和高净值客户提供多策略资产配置方案，实现绝对收益基础上的长期稳定回报，为资产管 理事业贡献力量。 1）远光软件 （银叶投资参与公司特定对象调研） 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 调研纪要：远光软件自2015年布局区块链业务，构建了全方位能力，打造了自研区块链企业应用服务平 台。该平台围绕'建链、上链、用链'全环节提供技术支持，降低应用门 ...

Summary of the Conference Call for YuanGuang Software Industry and Company Overview - The conference call focuses on YuanGuang Software, a company specializing in blockchain technology applications, supply chain finance, and green energy solutions [2][4][8]. Key Points and Arguments Blockchain Technology Applications - YuanGuang Software has successfully implemented blockchain technology in internal management, including electronic documents, contracts, and signatures, enhancing operational efficiency [2][4]. - The company has partnered with several provincial power companies to launch supply chain finance platforms, such as the "Dian E Lian" platform in Shanghai, "Li Min Lian" in Fujian, and "Cai Zhi Lian" in Hebei, addressing financing challenges in the industry [2][7]. Green Energy Initiatives - The company actively participates in green energy projects, providing green electricity traceability services for major events like the Beijing Winter Olympics and Hangzhou Asian Games [2][5]. - YuanGuang Software collaborates with its major shareholder, Shuke Company, to build a national green electricity perception platform and promote green certificate-related work [2][6]. Real World Assets (RWA) Development - The company is exploring the tokenization of real-world assets to provide financing solutions for high-energy-consuming enterprises undergoing green transformation, with pilot operations in Hong Kong [2][10]. - YuanGuang Software aims to expand its RWA-related products and integrate them into existing offerings to enhance supply chain finance services [7][10]. Market Potential and Future Directions - The company is constructing a national green electricity platform, having completed deployments in five pilot regions, with significant market potential anticipated [2][18]. - YuanGuang Software plans to deepen its blockchain applications, expand supply chain finance services, and strengthen its green energy initiatives, including obtaining international green certificate qualifications [8][19]. Additional Important Content Payment and Settlement Services - YuanGuang Software has developed a payment module for fund settlement, providing overseas settlement services for companies like China Power Construction and Yuexiu Group [3][21]. - The company is monitoring the development of stablecoins and their potential impact on traditional settlement systems, indicating no significant technical challenges in upgrading existing systems to incorporate blockchain technology [21]. Green Certificate Market Potential - The green certificate certification market is deemed highly promising, with a variety of certification reports required annually by numerous supply chain enterprises [19]. - The company is focused on leveraging this market opportunity to enhance its service offerings and revenue potential [19]. Collaboration with State Grid - YuanGuang Software serves as the exclusive technology supplier for State Grid Blockchain Company, providing comprehensive technical support and ensuring the platform's autonomy and upgradeability [12][13]. RWA Charging Models - The company has outlined two charging models for RWA-related services: platform fees and operational fees, depending on the nature of the service provided [20]. This summary encapsulates the key insights and developments discussed during the conference call, highlighting YuanGuang Software's strategic initiatives and market positioning in blockchain technology, green energy, and supply chain finance.

Group 1: Blockchain Business Overview - The company began its blockchain business layout in 2015, developing a comprehensive capability covering R&D, application scenarios, product operations, intellectual property protection, standard construction, and talent cultivation [2][3] - The core product system is based on a self-developed "Blockchain Enterprise Application Service Platform," which provides technology, tools, and services across the entire blockchain application process [2][3] Group 2: Project Implementation and Client Applications - The company has developed a series of products and solutions based on blockchain technology in areas such as digital enterprises, smart energy, and social interconnectivity, including supply chain finance, electronic documents, and clean energy traceability [4] - Successful implementations in multiple power enterprises have led to rich industry application experience, aiding digital transformation and trustworthy data circulation [4] Group 3: Future Development Plans - The company plans to continue investing in blockchain business, focusing on technological innovation, scenario deepening, and ecological collaboration to enhance products and solutions [5] - Although the company has not yet implemented RWA (Real World Assets) business, it is prepared with relevant technologies and business models for potential applications in asset confirmation, circulation, and traceability [5] Group 4: Competitive Advantages - The company maintains ongoing R&D investment in blockchain, possessing a self-controlled technology platform and multiple innovative products and solutions [6][7] - It has accumulated 14 blockchain information services approved by the National Internet Information Office and has been recognized as one of the top 50 blockchain enterprises for four consecutive years [7]

Investment Rating - The report maintains a "Positive" investment rating for the computer industry, specifically focusing on Real World Assets (RWA) [4] Core Insights - RWA represents a transformative innovation in financial technology by converting real-world assets into digital assets on the blockchain, potentially leading to exponential growth in the sector [2][6] - The global RWA asset market reached $24.5 billion as of June 2025, with projections to exceed $16 trillion by 2030, indicating a significant opportunity for investment [6][18] - The report emphasizes the importance of regulatory frameworks being established globally to support the growth of RWA, with regions like Hong Kong and the EU leading the way [26][30] Summary by Sections RWA: Connecting Real World Assets to Blockchain - RWA involves the tokenization of tangible and intangible assets through blockchain technology, enhancing liquidity and reducing transaction costs [11][12] - The RWA market is rapidly expanding, with a diverse range of assets including real estate, bonds, and commodities being tokenized [15][16] RWA Issuance Process and Regulatory Framework - The RWA issuance process consists of five key steps: asset selection, legal and compliance framework establishment, technology implementation, token issuance, and ongoing management [21][23] - Various countries are developing regulatory frameworks for RWA, with Hong Kong adopting a sandbox approach to foster innovation while ensuring compliance [26][30] Expansion of Asset Classes and RWA Market - RWA assets can be categorized into cash flow, equity, and non-cash flow assets, with credit and bonds currently leading the market [35][36] - The report highlights the significant growth potential in the RWA sector, particularly in tokenized real estate and securities, which are becoming increasingly popular [46][53] RWA Industry Ecosystem - The RWA ecosystem is forming a collaborative industry chain involving asset providers, technology firms, platforms, compliance custodians, and investors [4][6] - Key players in the blockchain and fintech sectors are recommended for investment, including companies like 恒生电子 and 新国都 [2][6]

证券代码：002063 证券简称：远光软件 公告编号：2025-034 远光软件股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、关联交易概述 远光软件股份有限公司（以下简称"公司"）第八届董事会第九次会议审议 通过了《关于聘任名誉董事长、副董事长代行董事长职责的议案》，公司聘任陈 利浩先生为名誉董事长。陈利浩先生为公司创始人，三十余年来率领公司全体同 事坚持自主创新，抢抓发展机遇，以丰富的行业经验、创新精神和前瞻思维布局 企业战略、引领公司发展，带领公司成功在深圳证券交易所上市，取得了连续二 十多年的"国家鼓励的重点软件企业"等资质和荣誉，为公司的高质量发展作出 了重大贡献，在国内软件行业具有相当的影响力。陈利浩先生在创立公司时创新 设计的产品架构为近年以来产业、技术的发展方向所验证、公认，至今还是公司 "生成式管理软件"的核心。公司董事会要求陈利浩先生"继续从思想、理念层 面为公司各项工作提供指导和帮助，保障公司持续、健康、稳定发展"，公司确 定陈利浩先生2025年度的报酬为121万元/年（税前），名誉董事长因列席公司会 议和参加公司各项事 ...

Core Viewpoint - The legal opinion letter from Guangdong Xinda Law Firm confirms the compliance of the adjustments, exercise, and cancellation of the stock option incentive plan of Yuanguang Software Co., Ltd. with relevant laws and regulations [1][3][17] Group 1: Legal Framework and Compliance - The legal opinion is based on various laws and regulations, including the Company Law, Securities Law, and specific guidelines for stock option incentive plans [1][2] - The firm has verified that the company provided all necessary and accurate documentation for the issuance of the legal opinion [2][3] - The legal opinion is intended solely for the purpose of the company's implementation of the incentive plan and cannot be used for other purposes without prior written consent [2] Group 2: Adjustments to the Incentive Plan - The adjustments to the stock option incentive plan were approved by the board and independent directors, ensuring compliance with the management regulations [3][6] - The exercise price of the stock options was adjusted to 5.77 RMB per share following the completion of the 2023 annual equity distribution [7][12] Group 3: Exercise Conditions - The second exercise period of the incentive plan has met the required conditions, with a 30% exercise ratio applicable [12][16] - The company achieved a net asset return rate of 10.02% and a net profit growth rate of 11.23% compared to 2020, fulfilling the performance criteria for the second exercise period [12][16] Group 4: Cancellations of Stock Options - A total of 1,936,607 stock options will be canceled due to 38 incentive participants leaving the company [14][16] - Additionally, 54,150 stock options will be canceled for participants whose performance results only allow for partial exercise [14][16] - The company plans to cancel a total of 14,697,933 stock options due to unmet performance targets for the third exercise period [16][17]

Summary of Key Points Core Viewpoint - The company has approved adjustments to the stock option incentive plan, specifically the exercise price, in accordance with its regulations and following the annual profit distribution for 2023 and 2024 [1][5]. Group 1: Stock Option Incentive Plan Adjustments - The company held a board meeting on July 9, 2025, to approve the adjustment of the exercise price for the 2021 stock option incentive plan [1]. - The number of incentive recipients was adjusted from 665 to 662, and the total number of options granted increased from 33.494821 million to 40.043272 million [2]. - The exercise price was reduced from 8.51 CNY per share to 7.05 CNY per share, with the authorization date set for July 12, 2022 [2][3]. Group 2: Further Adjustments and Impact - The total number of options granted was further adjusted to 47.586771 million, with the exercise price lowered to 5.83 CNY per share [3]. - Due to certain recipients leaving the company and performance not meeting the required criteria, 20.235253 million options were canceled, leaving 629 recipients with unexercised options [3]. - The adjustments to the exercise price are in compliance with relevant regulations and will not materially affect the company's financial status or operational results [5][6]. Group 3: Annual Profit Distribution - The company approved a cash dividend of 0.26 CNY per share for the 2023 fiscal year, with a total share capital of 1,905,096,000 shares [4]. - For the 2024 fiscal year, a cash dividend of 0.30 CNY per share was approved, maintaining the same total share capital [4]. - The adjustments to the exercise price are based on the dividend distribution, ensuring compliance with the incentive plan's provisions [4].

Core Viewpoint - The independent financial advisor report by Shanghai Miaodao Enterprise Management Consulting Co., Ltd. confirms that the conditions for the second exercise period of the stock option incentive plan of Yuan Guang Software Co., Ltd. have been met, allowing eligible participants to exercise their stock options [1][6][19]. Summary by Sections Independent Financial Advisor's Role - The advisor has been appointed to provide an independent opinion on the stock option incentive plan based on relevant laws and regulations, ensuring the information provided by Yuan Guang Software is accurate and complete [1][2][3]. Basic Assumptions - The report is based on assumptions that there are no significant changes in laws, regulations, or market conditions, and that all parties involved will fulfill their obligations under the incentive plan [2][6]. Approval Process for the Incentive Plan - The plan was approved through several board meetings and received necessary approvals from the State-owned Assets Supervision and Administration Commission [6][7][8]. Conditions for the Second Exercise Period - The second exercise period is set to end on July 11, 2025, with a maximum exercise ratio of 30% of the total stock options granted [8][9]. - The company has met the performance assessment requirements, including a net asset return rate of 10.02% and a net profit growth rate that exceeds the benchmark [9][10]. Adjustments to the Incentive Plan - Adjustments have been made to the number of participants and the total number of stock options due to changes in personnel and company performance [7][17]. - The exercise price has been adjusted from 7.05 yuan to 5.83 yuan per share following the company's annual equity distribution [17][18]. Conclusion of the Independent Financial Advisor - The advisor concludes that all conditions for the stock option exercise have been met, and the necessary approvals have been obtained, ensuring no harm to the interests of the company and its shareholders [19].

证券代码：002063 证券简称：远光软件 公告编号：2025-033 远光软件股份有限公司 关于注销2021年股票期权激励计划部分股票期权的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 远光软件股份有限公司（以下简称"公司"）于 2025 年 7 月 9 日召开第八届董事 会第十九次会议审议通过了《关于注销2021年股票期权激励计划部分股票期权的议案》， 根据公司《2021 年股票期权激励计划》（以下简称"《激励计划》"、"本激励计划"） 和公司《2021 年股票期权激励计划实施考核管理办法（修订稿）》的相关规定，鉴于本 激励计划中有 38 名激励对象因个人原因离职、10 名激励对象第二个行权期个人考核结 果为部分行权以及公司2024年度业绩未达到第三个行权期的公司层面的业绩考核要求， 公司将注销 629 名激励对象已获授但尚未行权的共计 14,697,933 份股票期权。现将相关 事项公告如下： 一、本激励计划已履行的相关审批程序 1. 2021 年 12 月 13 日，公司第七届董事会第九次会议和第七届监事会第七次会议 审议通过了《2021 年股 ...

2.本次股票期权拟行权股票来源：公司向激励对象定向发行的本公司人民币A股普 通股股票； 证券代码：002063 证券简称：远光软件 公告编号：2025-032 远光软件股份有限公司 关于2021年股票期权激励计划第二个行权期符合行权条件的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 重要提示： 3.本次股票期权行权采用自主行权模式； 4.本次行权事宜需在中国证券登记结算有限责任公司深圳分公司的手续办理结束 后方可行权，届时将另行公告，敬请投资者注意。 远光软件股份有限公司（以下简称"公司"）于 2025 年 7 月 9 日召开第八届董事 会第十九次会议，审议通过了《关于 2021 年股票期权激励计划第二个行权期符合行权 条件的议案》，根据《上市公司股权激励管理办法》（以下简称"《管理办法》"）、 公司《2021 年股票期权激励计划》（以下简称"《激励计划》"或"本激励计划"、"本 次激励计划"）的相关规定以及公司 2022 年第二次临时股东大会的授权，公司 2021 年 股票期权激励计划第二个行权期行权条件已成就，现将相关事项公告如下： 一、本激励计划 ...